SI
KDEC

Stephens Inc’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Stephens Inc’s Portfolio KDEC Stock Details KDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-74,885
Closed -$1.8M – 1325
2024
Q4 		$1.8M Buy
+74,885
New +$1.83M 0.03% 470

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CCG
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Cambridge Investment Research Advisors
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Cetera Investment Advisers
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SAG
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return